Beam Wealth Advisors, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,108 shares of SGOV stock, worth $1.12 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,108Holding current value
$1.12 Million% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
708Shares Held
91.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$502 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$341 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$304 Million0.14% of portfolio
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Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio
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Partners Capital Investment Group, LLP Boston, MA1.83MShares$184 Million3.13% of portfolio